See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,825 | $102,966+99.9% | $90,281+128.0% | $152,861+34.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.06% | 95.16%-77.1pp | 78.10%-60.0pp | 345.32%-327.3pp |
| Employer contribution / active EE | $5,003 | $3,139+59.4% | $2,854+75.3% | $4,762+5.0% |
| Participant deferral / active EE | $10,788 | $4,281+152.0% | $3,885+177.7% | $5,850+84.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |